Alder Capital

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Diego, California
CRD number
343367
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alder Capital is organized as a limited liability company and appears to be a recently formed, SEC-registered investment adviser (registered in 2026). Ownership is held by an individual and the firm is classified as unclassified in the source data. Its stated advisory activities are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is by a percentage-of-AUM fee schedule with the potential for performance-based fees. The firm is identified as a capital allocator, is not an active ESG investor, and is not described as a multistate adviser, pension consultant, or related adviser in the available record.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Michael Licosati

    Michael Licosati

    Founder and Managing PartnerCRD 3253972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
12626 High Bluff Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth